Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALEO FINANCIAL ADVISORS LLC | 04-19-2024 | 03-31-2024 | 689 | 2,905,807,544 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 1-3 YR TREASURY BOND ETF | ETF | 401 | $543,346 | 6,644 | 0.00 | 0.00 | -113 | -1.67 | 03-31-2024 |
| COINBASE GLOBAL INC COM CL A | Stock | 402 | $541,547 | 2,143 | 0.00 | 0.00 | -184 | -7.91 | 03-31-2024 |
| KINDER MORGAN INC | Stock | 403 | $540,484 | 29,470 | 0.00 | 0.00 | 4,423 | 17.66 | 03-31-2024 |
| MERCADOLIBRE INC | Stock | 404 | $538,584 | 356 | 0.00 | 0.00 | 25 | 7.55 | 03-31-2024 |
